Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Athaporn served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 22 years, of which 19 were in research and 9 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006.

Apart from IPO Radar, which focuses on future listings, MCorp Review also performs financial advisory services for TKC Services and provides 11 other on-going thematic series ranked by frequency in descending order, namely:

1) Snippets (news-driven);
2) Sathorn Series (financial services);
3) Silicon Stories (technology); 
4) Thai-Coons (billionaire origin series);
5) Reality Check (data-driven, investigative);
6) Thai Media Spotlight;
7) Political Pit Stop; 
8) Telecom Review; 
9) Thai Macro Watch (read-through from foreign events);  
10) Small Cap Diary; and
11) Property Grid

There are also 3 limited-time series driven by specific events or locations, namely:
1) Thai Corona Crisis;
2) South Series; and
3) Mechanics and Details (deal forensics).

Reality Check XII: How Much Upside Can CP All Squeeze from a New Banking Venture?

StubWorld - Set-Up & Unwind Extremes: CPF/CPALL

Snippets#2: Most Profitable Bank's Best Year

Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?

IPO Radar: SHREIT, Charoen's Next Hotel REIT

Thai Hotels: Sky's the Limit! (...for Most)

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Equity Bottom-Up

<p><strong>After telling PACE not to sell Dean &amp; Deluca to CENTEL, SCB mounts a surprisingly bold rescue mission for PACE.</strong> Initially, they will buy some 400m shares of PACE at Bt0.51/sh in a private placement, but Bt200m, which is already around 10% of PACE's market cap, isn't the end of the story. SCB has pledged a total of Bt1.5bn to the effort. A former SCB executive who now works for Charoen's insurance company ( <a href="https://www.smartkarma.com/insights/thai-coons-episode-2-bottle-cap-boy-turned-beer-baron" target="_blank" data-smartkarma-citation="insights:6285">Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron</a>) told us to sell the stock. A…</p>

After telling PACE not to sell Dean &amp; Deluca to CENTEL, SCB mounts a surprisingly bold rescue mission for PACE. Initially, they will buy some 400m shares of PACE at Bt0.51/sh in a private placement, but Bt200m, which is already around 10% of PACE's market cap, isn't the end of the story. SCB has pledged a total of Bt1.5bn to the effort. A former SCB executive who now works for Charoen's insurance company ( Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron) told us to sell the stock. A…

SCB Mounts a White Knight Rescue for Pace

Siam Commercial Bank

SCB Mounts a White Knight Rescue for Pace